Assign forms in Jotform for new clients in Paperbell
When a new client is added in Paperbell, you might need to gather more information from them. With this workflow, a form is assigned via Jotform each time a new client is registered on Paperbell. This ensures you seamlessly capture essential data for your new clients without manually setting up a form each time. Perfect for optimizing client onboarding process and data collection.
When a new client is added in Paperbell, you might need to gather more information from them. With this workflow, a form is assigned via Jotform each time a new client is registered on Paperbell. This ensures you seamlessly capture essential data for your new clients without manually setting up a form each time. Perfect for optimizing client onboarding process and data collection.
- When this happens...New Client
Triggers when a new client is added to your account.
- automatically do this!Assign Form
Invite assignees to complete your form
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